Categories
Articles Video

A Value Manager on the Market: "Little Room for Error"

This is a good interview from Aaron Task (@atask).

Categories
Articles Video

A Value Manager on the Market: “Little Room for Error”

This is a good interview from Aaron Task (@atask).

Categories
Articles Video

Greenwald on Graham and The Balance Sheet

I can’t stress the importance of this enough, especially today. Credit/Debt markets are changed for several years to come and perhaps permanently. The strength of a company’s balance sheet is going to become of a primary importance as we go forward.

Categories
Articles Video

“Cheap and Ugly” Can Be Beautiful

Columbia’s Bruce Greenwald make some fantastic points. The second video is especially important as he talks about Fannie (FNM), Freddie (FRE) and why ignoring the balance sheet can be disastrous.

Categories
Articles Video

"Cheap and Ugly" Can Be Beautiful

Columbia’s Bruce Greenwald make some fantastic points. The second video is especially important as he talks about Fannie (FNM), Freddie (FRE) and why ignoring the balance sheet can be disastrous.